Our History

In 1984 as a young and inspired CPA, Charles D. Grass and then business partner purchased a small accounting firm; a year later CDG went solo and began expanding his firm. By 1993 Charles grew the firm to a team of nine, annually preparing over 900 income tax returns. In 2008 Charles was encouraged by his now late wife Karen Grass, who was tired of hearing him vent his frustration with financial advisors that were not providing good solid advice and service to Grass CPA clients, he sought out a Certified Financial Professional (CFP) with whom a close working relationship could be formed and to which Grass CPA clients could be referred to. 

A true bonded business alliance with Financial Advisor Melissa Larson was formed. Melissa has been a Financial Advisor since 1998, and has earned her Chartered Financial Consultant designation, Chartered Life Underwriter designation and Certified Financial Planner™ certification.  Most recently, she graduated from the MSFPR program at The American College, as well as earned her Retirement Income Certified Professional designation.  As the number of mutual financial and Grass CPA clients increased, Charles obtained his life insurance licensing in 2009, formed Grass Wealth Management LLC in 2011 with Melissa by his side, and obtained his financial and securities licensing in 2015.

Charles’s role, primarily with Grass CPA clients, is helping clients to develop their big picture and identifying and clarifying their needs and wants. 

Melissa Larson, CFP, and her Elevate Planning Partners at Pacific Capital Resource Group collect the detail information and match the client’s needs/wants with the appropriate strategies.

Beyond 2023? We see a bright future for Grass Wealth Management LLC because that inspired, but now seasoned, CPA still believes in and is passionate about this business and each client who Grass Wealth Management is honored to serve.